Tag: Social media

Advisers should emphasize their value propositions, such as professional competency and duty of care, according to CFA policy center.

Surveys also indicate they would trust financial professionals more if the advisers leveraged AI-generated advice.

A financial services social media expert stresses the importance of analyzing audience and connecting to stakeholders and peers to gain...

The majority of Generation Z, including investors and non-investors, rely on social media and family members for financial information.

41% of advisers told Broadridge they generated clients through social media, up from 34% in 2019.

A new survey finds that a majority of advisers expect marketing efforts to play a big role in growing their...

A new survey suggests advisers are also using social media more often to reach new clients, though many argue that better technology tools would greatly help with this.

Hartford Funds data finds that, overall, 33% of respondents reported seeking financial advice online and almost half say social media...

With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics.

A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.

Well over half of advisers are not communicating with clients via video, and only 7% are utilizing video to connect with clients on a regular basis.

While some six in 10 advisers describe themselves as social media experts, only about 15% actually demonstrate social media mastery.

How retirement plan advisers need to function as business owners in order to grow their practices.